How to Create a Business Contract

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How to Create a Business Contract Powered By Docstoc
					Setup of Commissions To-do list                                                            To be completed by:
                                                                      Deadline:

Done?   One Time Setup         Due By   Notes
        Create House
        Account Advisor
        Record                          One House account advisor record must be identified (p 15)
        CTM Setup                       Complete the CTM Setup parameters. Under CTM Menu, Setup (p 6)




Done?   Per Carrier            Due By   Notes ** copy this seciton for each carrier you have
        Establish House
        Contract Definition             Pull up Carrier, goto Contract tab, add new house contract (p 14)


        Establish Supervsior
        Contract Definitions            Pull up Carrier, goto Contract tab, add new Supervisor contract (p 14)
        Establish Advisor
        Contract Definitions            Pull up Carrier, goto Contract tab, add new advisor contracts (p 14)
        Establish House
        Rates for all
        Products                        Select PCM/Policy Setup, Commission Rate Entry (p 16)
        Establish Supervisor
        rates for all
        products                        Select PCM/Policy Setup, Commission Rate Entry (p 16)
        Establish Advisor
        rates for all
        Products                        Select PCM/Policy Setup, Commission Rate Entry (p 16)
        Establish any
        carrier defaults
        different from
        Default Setup                   Pull up Carrier, Goto CTM options tab (p 13)




Done?   House Account          Due By   Notes
        Verify house was
        established in
        overrall setup                  ** See above
        Verify that the
        house account
        check box is
        checked on the                 The house account check box identifies this account as being the one
        additional tab                 receiving the gross check from the carrier (p 21)
        Link Contracts to              These contracts will outline the House Gross Amounts (p 21) Always
        House                          complete the contract # (using House as a contract # is fine),

Done?   Supervisors           Due By   Notes

        Verify an advisor
        record is created
        for each supervisor
        Link to the next
        higher level in the            The supervisor will point to the next higher level. This may be the house
        hierarchy                      or another supervisor (p 23)
        Create supervisor              This will identify the amount to pay each supervisor (p 24) Always
        contracts                      complete the contract #, effective date, supervisor, supervisor

Done?   Advisors              Due By   Notes
        Verify an advisor
        record is created
        Link to the next
        higher level in the            The advisor will point to the next higher level. This may be the house or
        hierarchy                      a supervisor (p 26)
                                       This will identify the amount to pay each advisor (p 26) Always
        Create advisor                 complete the contract #, effective date, supervisor, supervisor
        contracts                      contract and lines of business.

                                       This will identify the amount to pay each advisor (p 26) ** note,
        Create advisor                 advisors can be on carrier/product contracts or blanket contracts.
        contracts                      Contact EZ-Data if you need help determining the appropriate type

                                       To verify the link is all the way to the house, from the contract screen
        Verify the contract            check the box to the left of the contract, click on the >> button and
        setup                          display contract hierarchy.

Done?   Existing Cases        Due By   Notes

                                       Verify the case has the following: Policy #, Policy Date (date must fall
                                       into the range of the effective contracts and rates entered for all partieis
        Verify the case                in the hierarchy, commissionable modal premium and mode



                                       Click on the link to display the advisor, make certain a split and a
        Verify the advisor             contract are identified for the advisor. Click on the link to view hierarchy
        hierarchy                      and verify that the hierarchy is correct and rates are established for each.

        Calculate
        Commissions                    Click on the >> button to calculate commissions
List Commission   If the calculate commission operation is successful a list of commission
Records           projections should display.
                      To be completed by:
             Date
                                             To complete an item type the letter
                                             a in the Done? column to make a
                                             check mark appear.

ecord must be identified (p 15)
                                             To see filtered lists:
ameters. Under CTM Menu, Setup (p 6)         To see a list of items that are not
                                             completed and still need to be
                                             checked off, select (Blanks) in the
                                             drop-down menu.

                                             To see a list of items that are
                                             checked off, select a in the drop-
                                             down menu.

                                             To see all the tasks again, select
                                             (All) in the drop-down menu.

                                             When you're finished using these
r each carrier you have                      instructions, delete this text box by
                                             selecting it and pressing DELETE.
ct tab, add new house contract (p 14)



ct tab, add new Supervisor contract (p 14)

t tab, add new advisor contracts (p 14)


mmission Rate Entry (p 16)


mmission Rate Entry (p 16)


mmission Rate Entry (p 16)



ptions tab (p 13)
x identifies this account as being the one
 m the carrier (p 21)
 he House Gross Amounts (p 21) Always
(using House as a contract # is fine),




he next higher level. This may be the house

to pay each supervisor (p 24) Always
effective date, supervisor, supervisor




next higher level. This may be the house or

to pay each advisor (p 26) Always
effective date, supervisor, supervisor
ness.

to pay each advisor (p 26) ** note,
oduct contracts or blanket contracts.
help determining the appropriate type

ay to the house, from the contract screen
he contract, click on the >> button and




wing: Policy #, Policy Date (date must fall
e contracts and rates entered for all partieis
able modal premium and mode



 e advisor, make certain a split and a
e advisor. Click on the link to view hierarchy
 is correct and rates are established for each.



lculate commissions
operation is successful a list of commission

				
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Description: How to Create a Business Contract document sample